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Broadridge

1,053 hedge funds and large institutions have $18B invested in Broadridge in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 433 increasing their positions, 317 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

7% less funds holding

Funds holding: 1,1311,053 (-78)

25% less capital invested

Capital invested by funds: $23.9B → $18B (-$5.87B)

29% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 188

Holders
1,053
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.6M
Puts
$18.8M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$244M
3 +$138M
4
Millennium Management
Millennium Management
New York
+$125M
5
BlackRock
BlackRock
New York
+$91.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
976
Rational Advisors
New York
$6.34K
KAS
977
Kemnay Advisory Services
New York
$6.34K
FFA
978
Frazier Financial Advisors
Ohio
$6.17K
SFG
979
Strive Financial Group
Indiana
$6K
GAAM
980
Guinness Atkinson Asset Management
California
$5.85K
ECA
981
Elevated Capital Advisors
Utah
$5.52K
KFG
982
Kingdom Financial Group
Arizona
$5.52K
LAS
983
Lloyd Advisory Services
Georgia
$5.52K
GCM
984
Gunpowder Capital Management
Maryland
$5.2K
AW
985
Avion Wealth
Texas
$5K
SIS
986
Strategic Investment Solutions
Illinois
$4.88K
CIAS
987
CBIZ Investment Advisory Services
Ohio
$4.74K
DI
988
DAGCO Inc
Ohio
$4.71K
BLC
989
Brown, Lisle/Cummings
Rhode Island
$4.06K
CI
990
Clal Insurance
Israel
$4K
SFS
991
Sunrise Financial Services
Washington
$3.74K
LFA
992
LGT Financial Advisors
Texas
$3.63K
KG
993
Kilter Group
New York
$3.41K
NFSG
994
Newbridge Financial Services Group
Florida
$3.25K
Q1WB
995
Quest 10 Wealth Builders
Virginia
$3.25K
SSG
996
Summit Securities Group
New York
$3.09K
HNW
997
High Note Wealth
Minnesota
$3.09K
AWM
998
Abound Wealth Management
Tennessee
$2.92K
ME
999
McIlrath & Eck
Washington
$2.92K
SA
1000
Seneschal Advisors
Washington
$2.92K